Thematic Investors

Publicly listed emails

info@oldfarmpartners.com

podcasts@proudmouth.com

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Thematic Investors: The Asian Investment Playbook | Highwest Global Management

September 29, 2026

Accounting for roughly $45 trillion of global GDP, Asian markets offer hedge fund investors compelling opportunities shaped by US-China decoupling and regional corporate governance reforms. While AI dominates headlines, a look beneath the surface across Japan, China, South Korea, Taiwan, Vietnam, and India reveals far richer opportunities—making a disciplined regional playbook essential. In our latest Thematic Investors podcast, host Kieran Cavanna welcomes Andrew Nash-Webber, Managing Partne...

Thematic Investors: Fast-Tracking the US Grid – Policy, Power Demand, and Infrastructure

August 11, 2026

The demand dynamic for US power growth is significantly accelerating, with spending on new generation assets – necessary to keep pace – nearing $350B over the next five years. This presents a tremendous opportunity for institutional investors focused on the total energy complex and its ripple effects across infrastructure, commodities, and more. From a policy standpoint, flexibility will be key to ensure build-outs, regulation reforms, and energy supply chains are all interconnect...

Thematic Investors: Envestra Capital on Investing in Europe’s Energy Transition

June 29, 2026

The world is changing rapidly as it searches for new energy alternatives to meet the growing demand of data centers, electric vehicles and to reduce carbon emissions. Add in geopolitics around Ukraine and Iran, and the infrastructure of energy supply lines becomes less stable. Given this landscape, how can thematic investors optimize portfolio strategies to generate returns across both energy and infrastructure? In this episode of the Thematic Investors podcast, host Kieran Cavanna sits down ...

How do I get in touch with Thematic Investors?

Thematic Investors is hosted by Kieran Cavanna. Its publicly listed emails are info@oldfarmpartners.com and podcasts@proudmouth.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for Thematic Investors?

The publicly listed emails for Thematic Investors: info@oldfarmpartners.com and podcasts@proudmouth.com.

How many listeners does Thematic Investors have?

Podseeker estimates Thematic Investors reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Thematic Investors?

Thematic Investors typically books industry leaders. Typical guest background: Senior investment professionals (e.g., portfolio managers, founders, principals/presidents) running institutional strategies (long-only, global macro, hedge funds) with deep thematic expertise (energy transition, emerging markets, commodities, infrastructure) and the ability to discuss research-to-execution and portfolio construction. Common among recent guests: Founded or leads an investment firm or manages institutional portfolios; Manages long-only or macro/hedge fund strategies focused on major investment themes; Significant track record in institutional investing (decades of experience). Recent guests include Roland Vetter, George Fox, and Rob Citrone.

How hard is it to get booked on Thematic Investors?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does Thematic Investors cover?

Recent episodes cover Institutional Investing, Portfolio Construction, Macro Investing, Energy Transition, and Emerging Markets. Pitch an idea tied to one of these topics and mention a recent episode.